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Logan Ridge Finance Ownership | Who Owns Logan Ridge Finance?

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Logan Ridge Finance Ownership Summary

Logan Ridge Finance is owned by 30.09% institutional investors, 10.34% insiders, and 59.57% retail investors. Punch & associates investment management is the largest institutional shareholder, holding 8.45% of LRFC shares. Special Opportunities Fund Inc is the top mutual fund, with 3.06% of its assets in Logan Ridge Finance shares.

LRFC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockLogan Ridge Finance30.09%10.34%59.57%
SectorFinancial Services Stocks 71.97%15.45%12.58%
IndustryAsset Management Stocks31.89%9.87%58.24%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Punch & associates investment management225.96K8.45%$5.65M
Bulldog investors, llp219.37K8.20%$5.45M
Wealth enhancement advisory services161.13K6.02%$4.00M
Dakota wealth management14.95K0.56%$373.60K
Ubs group12.74K0.48%$318.40K
Laurel wealth advisors4.73K0.18%$118.18K
Acadian asset management1.32K0.05%$32.00K
Jpmorgan chase1.00K0.04%$24.53K
Morgan stanley1.00-$30.00
Bokf, na---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Bulldog investors, llp219.37K1.42%$5.45M
Punch & associates investment management225.96K0.31%$5.65M
Laurel wealth advisors4.73K0.02%$118.18K
Dakota wealth management14.95K0.01%$373.60K
Wealth enhancement advisory services161.13K0.01%$4.00M
Acadian asset management1.32K0.00%$32.00K
Ubs group12.74K0.00%$318.40K
Empowered funds---
Wells fargo & company/mn---
Morgan stanley1.00-$30.00

Top Buyers

HolderShares% AssetsChange
Bulldog investors, llp219.37K1.42%81.30K
Ubs group12.74K0.00%959.00
Wealth enhancement advisory services161.13K0.01%-
Laurel wealth advisors4.73K0.02%-
Acadian asset management1.32K0.00%-

Top Sellers

HolderShares% AssetsChange
Arbiter partners capital management---50.36K
Bridgeway capital management---26.73K
Empowered funds---14.13K
Punch & associates investment management225.96K0.31%-3.65K
Advisor group---1.30K

Sold Out

HolderChange
Bokf, na-51.00
Tower research capital llc (trc)-89.00
International assets investment management-400.00
Wells fargo & company/mn-500.00
Ifp advisors-703.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202510-23.08%799,1033.11%303.59%4-1-66.67%
Dec 31, 202412-20.00%691,705-2.76%253.66%3-57.14%2-60.00%
Sep 30, 2024157.14%711,3428.38%264.43%716.67%5150.00%
Jun 30, 202414-12.50%656,3353.98%244.47%6-2-50.00%
Mar 31, 202416-30.43%631,215-11.83%233.30%6-50.00%4-

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Special Opportunities Fund Inc81.16K3.06%-
High Income Securities81.30K3.04%-
Special Opportunities Fund81.16K3.03%-
EA Bridgeway Omni Small-Cap Value ETF14.11K0.53%25.00
Bridgeway Omni Small-Cap Value N12.60K0.47%-
Bridgeway Omni Small-Cap Value12.60K0.47%-
Fidelity Nasdaq Composite Index3.63K0.14%-

Recent Insider Transactions

DateNameRoleActivityValue
May 13, 2025Schafer Patrick Chief Investment OfficerBuy$4.97K
May 13, 2025Goldthorpe Edward J. President, CEOBuy$14.84K
Nov 16, 2021Schafer Patrick Chief Investment OfficerBuy$12.72K
Nov 15, 2021Schafer Patrick Chief Investment OfficerBuy$12.50K
Jun 23, 2021Carroll Larry W.-Buy$49.60K

Insider Transactions Trends

DateBuySell
2025 Q22-
2025 Q1--
2022 Q2--
2021 Q42-
2021 Q3--

LRFC Ownership FAQ

Who Owns Logan Ridge Finance?

Logan Ridge Finance shareholders are primarily institutional investors at 30.09%, followed by 10.34% insiders and 59.57% retail investors. The average institutional ownership in Logan Ridge Finance's industry, Asset Management Stocks, is 31.89%, which Logan Ridge Finance falls below.

Who owns the most shares of Logan Ridge Finance?

Logan Ridge Finance’s largest shareholders are Punch & associates investment management (225.96K shares, 8.45%), Bulldog investors, llp (219.37K shares, 8.20%), and Wealth enhancement advisory services (161.14K shares, 6.02%). Together, they hold 22.67% of Logan Ridge Finance’s total shares outstanding.

Does Blackrock own Logan Ridge Finance?

BlackRock is not among the top 10 institutional shareholders of Logan Ridge Finance.

Who is Logan Ridge Finance’s biggest shareholder by percentage of total assets invested?

Bulldog investors, llp is Logan Ridge Finance’s biggest shareholder by percentage of total assets invested, with 1.42% of its assets in 219.37K Logan Ridge Finance shares, valued at 5.45M$.

Who is the top mutual fund holder of Logan Ridge Finance shares?

Special Opportunities Fund Inc is the top mutual fund holder of Logan Ridge Finance shares, with 3.06% of its total shares outstanding invested in 81.16K Logan Ridge Finance shares.

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